Fee Bank Management
29 steps
|
2 minutes
Create Fee for Fee Bank
1
Click "Commission Schedules"
2
Click "Commission Schedule Library"
3
Click "Fee Bank"
4
Click "Add Fee"
5
Enter the name of the Fee in this field
6
Select where the fee will be charged too
7
Select the Tracking account to track this recovery charge
8
Select if wanting to display this fee on agent breakdown or CDA
9
Click "No Liability"
10
Enter the default amount of Fee
Tip! Don't worry. While you can set a default amount for a fee, it can be adjusted on each tranaction as needed.
11
Click "Save"
12
Click "OK"
Add a Disbursement to Fee Bank
Tip! This would be used if looking to have a pre-built payout to another entity. example: payment to a TC, assistant, or another agent
13
Click "Add Fee"
14
Enter the name of this charge
15
Select where to chare this payment
16
Select if wanting this charge to show on agent breakdown or CDA
17
Select "Agent" for disbursement type
18
Select desired entity to create payment for
19
Enter a default amount for this charge
20
Click "Save"
21
Click "OK"
Verify Fee successfully added
22
Click "Pending"
23
Click here on a existing transaction
24
Click "Commission Detail"
25
Click this button.
26
Click "Add Manual Fee"
27
Locate fee in fee bank dropdown
28
Click "Cancel"
29
Click "Close"
